CRD: 105012
Wingate Wealth Advisors, Inc.
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-07-1987
- Office Locations
- 1
Office Locations
About Wingate Wealth Advisors, Inc.
Wingate Wealth Advisors is an independent, fee-only wealth management firm providing collaborative financial planning and custom portfolio management, supported by an in-house research team and planning/investment technology. Serves individuals and families (including retirees and entrepreneurs) and builds diversified allocations using mutual funds, ETFs and fixed income, custodied primarily at Schwab or Fidelity. Named to CNBC’s 2025 Financial Advisor 100.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MATTHEW ALLAN LASKER
Financial Advisor, Partner
- CRD
- #4416523
- Ownership
- 25% but less than 50%
GARY DOUGLAS POMERANTZ MR.
Senior Financial Advisor
- CRD
- #4757495
- Ownership
- 25% but less than 50%
Showing 2 of 5 owners & executives
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CHRISTOPHER JOHN BEKEL
Financial Advisor
- CRD
- #6160590
Michael Paul Claveau
Financial Advisor
- CRD
- #6579279
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,157,301,717 | $477,041 |
| Non-Discretionary | $258,001,199 | $686,173 |
| Total | $1,415,302,916 | $505,105 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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